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A net 20 per cent of fund managers surveyed this month by bank of america said companies were spending too much on their investments — the first time this has been a majority view in data. Within tech, companies including amazon, palantir,. A majority of global fund managers think companies are overinvesting, as market anxiety grows about the sustainability of the ai spending boom
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Wall street fund managers are sounding alarm bells about an ai bubble becoming the single biggest threat to their portfolios, yet they can't seem to stop themselves from doubling down on the very stocks they're warning about. Across banking, the auto sector and retail, executives are warning employees and investors that artificial intelligence is taking over jobs The ai stock bubble is finally catching the attention of wall street's biggest money managers
More than half of institutional fund managers polled by bank of america now believe technology stocks are severely overvalued, signaling a dramatic shift in market sentiment.
More than 400 major firms have cited ai as a reputational risk in sec filings so far this year Companies warn ai has the potential to spread false or biased info, compromise security, or. Nearly 70% of ceos expect ai returns within one to three years, compared with 21% of ceos in 2024 The rise of ai has many leaders thinking about changes to corporate structures and worker.
